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DSP Midcap Regular Plan IDCW

Equity
Mid Cap
Very High Risk
57.47%
1Y return
+1.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹26.58
Min. SIP Amount₹500
Rating4star
Fund Size₹12,868.84 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns57.5%17.1%16.0%16.1%
Category average72.8%17.0%15.6%NA
Rank with in category30139NA
Understand termsinfo

Holdings (47)

NameSectorInstrumentAssets
Balkrishna Industries Ltd.AutomobileEquity3.9%
Max Financial Services Ltd.FinancialEquity3.8%
Manappuram Finance Ltd.FinancialEquity3.6%
Supreme Industries Ltd.ChemicalsEquity3.5%
Atul Ltd.ChemicalsEquity3.5%
Ipca Laboratories Ltd.HealthcareEquity3.2%
Coromandel International Ltd.ChemicalsEquity3.1%
Infosys Ltd.TechnologyEquity3.0%
City Union Bank Ltd.FinancialEquity2.9%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.9%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Age is more than 10 years
  • Lower expense ratio - 1.83%
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.83%

Inclusive of GST

Exit load

Exit load of 1% if redeemed less than 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vinit Sambre
Jul 2012 - Present
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Jay Kothari
Mar 2018 - Present
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Fund house & investment objective

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Fund house contact details

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